Soonah Walkom Trent Mclaren Cassandra Scott

Building a firm you can sell (or step away from)

A Talk by Soonah Walkom , Trent Mclaren and Cassandra Scott

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AccrediWise

About this Talk

Soonah Walkom and Cassandra Scott explored what it takes to build a bookkeeping or accounting firm that is either saleable or operational without its founder. The conversation focused on strategic planning, systems, leadership development, and personal alignment—emphasising that building an exit-ready firm is as much about mindset as it is about operations.


June 26, 2025, 04:00 AM

04:00 AM - 04:45 AM

About The Speakers

Soonah Walkom

Soonah Walkom

Financial Controller & Co-Founder, Margin Maximizers


Trent Mclaren

Trent Mclaren

Co-Founder, The Firm


Cassandra Scott

Cassandra Scott

Bookkeeping Industry Specialist, XBert

AccrediWise

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